MFFNX
2050 MFS Lifetime-R2
$22.79
0.04 (0.18%)
Currency in USD / Last Updated: 3/28/2024
Category | Target Date-2050s |
---|---|
Market Cap | 562.291M |
52 Week High | 22.79 |
52 Week Low | 18.397 |
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Key Data
Symbol | MFFNX |
---|---|
Type | Mutual Fund |
Category | Target Date-2050s |
Price | 22.79 |
Price Yesterday | 22.75 |
Market Cap | 562.29 |
YTD Return | 7.45% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.005 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0108 |
Overview
52 Week High | 22.79 |
---|---|
52 Week Low | 18.40 |
Market Cap | 562.29M |
Shares Outstanding | 24.67M |
Income Dividend Yield | 1.02% |
Long Term Dividend Yield | 1.74% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.76% |
Returns Annualized
One Day | 55.76% |
---|---|
Five Days | 11.72% |
One Months | 56.94% |
Three Months | 34.60% |
Six Months | 41.54% |
Nine Months | 19.74% |
One Year | 19.56% |
Three Years | 6.11% |
Five Years | 9.69% |
Ten Years | 8.14% |
YTD | 34.60% |
Since Inception | 9.58% |
Returns Total
One Day | 0.18% |
---|---|
Five Days | 0.22% |
One Month | 3.64% |
Three Months | 7.45% |
Six Months | 18.62% |
Nine Months | 14.29% |
One Year | 19.28% |
Three Years | 19.38% |
Five Years | 58.59% |
Ten Years | 118.36% |
YTD | 7.45% |
Since Inception | 244.00% |
Yearly Returns
2024 | 7.45% |
---|---|
2023 | 16.28% |
2022 | -16.05% |
2021 | 19.80% |
2020 | 12.73% |
2019 | 26.21% |
2018 | -8.39% |
2017 | 20.58% |
2016 | 8.57% |
2015 | -0.46% |
Risk against SP-DA
Alpha | -7.54% |
---|---|
Beta | 0.86 |
Correlation | 96.92% |
Downside Deviation | 2.75% |
Coefficient of determination | 93.93% |
Standard Deviation | 2.98% |
Sharpe Ratio | -1.13 |
Sortino | -4.23 |
Treynor | 20.41 |
Ulcer Index | 3.24 |
Ulcer Performance Index | -3.6 |